MKD WEALTH COACHES, LLC
CIK: 0001536549SEC EDGAR →
Portfolio Value
$100.0M
Holdings
27
As of
Q4 2025
New Positions
1
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 81,543 | $55.9M | 55.84% |
| 2 | ISHARES TR | 229,801 | $15.2M | 15.16% |
| 3 | ISHARES TR | 73,424 | $7.3M | 7.33% |
| 4 | ISHARES TR | 10,107 | $3.8M | 3.77% |
| 5 | LITMAN GREGORY FDS TR | 91,904 | $2.6M | 2.58% |
| 6 | ISHARES TR | 21,441 | $2.3M | 2.30% |
| 7 | ISHARES INC | 32,648 | $2.2M | 2.19% |
| 8 | ISHARES TR | 18,176 | $2.1M | 2.07% |
| 9 | ISHARES TR | 13,764 | $1.7M | 1.65% |
| 10 | VANGUARD INDEX FDS | 1,425 | $695K | 0.69% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 21 | $98.0M | 98.0% |
| Consumer Cyclical | 2 | $806K | 0.8% |
| Communication Services | 1 | $544K | 0.5% |
| Unknown | 2 | $381K | 0.4% |
| Technology | 1 | $285K | 0.3% |